Parag S.
Financial Services Consultant @Independent Consultant
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WORK HISTORY
Financial Services Consultant @Independent Consultant
Gurugram, IN
Conducted comprehensive portfolio reviews, risk assessments, and strategic realignments to ensure optimal financial performance-Managed and expanded portfolio of 30+ clients, achieving an average portfolio growth of 20%, and delivered strategic financial planning and advisory services to over 50 clients, helping them increase business efficiency by 25%-Led stock audits and implemented robust internal controls, ensuring compliance with financial regulations, and conducted and managed Stock audits-Advised on tax optimization strategies, facilitating tax savings and compliance for clients. Liasoning with clients and addressing queries, resolving them, and ensuring timely deliverables-Prepared and filed income tax returns, and TDS returns for diverse clients including Private companies, Partnership Firms, Individuals & HUF.
EDUCATION
The Institute of Chartered Accountants of India
IPCC
ACCA
Chartered Certified Accountant
Modi Public School - India
Class 10th
Indira Gandhi National Open University (IGNOU), Delhi
Master of Commerce
The Institute of Chartered Accountants of India
CA-CPT ( Common Proficiency Test)
Modi Public School - India
Commerce
Delhi College Of Arts and Commerce
Bachelor of Commerce - BCom
ABOUT PARAG S.
I am an ACCA-qualified Professional with 7+ years of hands-on experience in Direct…
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